Samuel Pond is a Series 66–licensed advisor with Thrivent Investment Management and has three years of industry experience. Prior to his current role, he held engineering positions at firms including Eckersley O'Callaghan and Enclos. Outside of finance, he works as a facade engineer providing consulting services and also serves as an on-track riding coach for a motorcycle training school. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across various areas without discretionary trading authority. The firm combines planning with managed-account programs through a consolidated billing option called “WealthPlan,” while maintaining separate service structures.

Vernon Syverson is a financial advisor at Primerica Advisors with 29 years of industry experience. He holds the Series 63 designation and has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Blake Peterson is a CFP®-certified financial advisor at Ameriprise with 24 years of industry experience. He previously worked at The Huntington Investment Company and RBC Capital Markets. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Joshua Wikstrom is a financial advisor with Thrivent Investment Management in Hudson, WI. He holds a Series 66 designation and has six years of industry experience. Prior to joining Thrivent, he worked at General Motors for six years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations across a broad range of planning topics. The firm combines planning with managed-account services under a consolidated billing option while keeping these services separate.

Lori Hoefener is a financial advisor at Wells Fargo Advisors in Saint Paul, MN, holding a Series 66 designation with 20 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Investments from 2006 to 2011. Outside of her advisory role, she serves as a power of attorney for her mother. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad menu of planning options. Advisors use Wells Fargo’s research and tools to develop tailored recommendations delivered through meetings and written summaries, with clients deciding on implementation.

Mohammed Darwish is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has previously worked at Spire Credit Union and Wells Fargo. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional clients.

Paul Traczyk is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various Wells Fargo entities since 2005. He is the owner of MOCA Wealth Management LLC, an independent investment-related business based in Woodbury, MN. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm utilizes Wells Fargo research and planning tools to develop tailored recommendations, with clients able to implement these through brokerage or advisory programs on an optional basis.

Kristin Wanser is a Financial Consultant at Fidelity Investments, a role she has held since 2023. Prior to this position, she served as an Investment Consultant at Fidelity Investments from 2021 to 2023 and as a Financial Representative in 2021. In her professional capacity, Kristin collaborates with clients to develop personalized financial plans tailored to their unique goals, values, and preferences. She emphasizes trust, open communication, and ongoing learning in building long-term client relationships, focusing on protecting, growing, and spending wealth across various market conditions. Outside of her professional work, Kristin engages in activities such as biking, fitness, social events with friends, outdoor adventures, traveling, and yoga.

Tiffany Bell is a financial advisor at Morgan Stanley in St. Paul, MN, holding a Series 66 designation with three years of industry experience. Prior to her current role, she worked at the Saint Paul Conservatory for Performing Artists and the Minnesota Waldorf School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Jacob Pleschourt is a CFP®-certified financial advisor with 13 years of industry experience, currently with LPL Financial since 2021. His prior experience includes roles with Waddell & Reed, various insurance carriers, and local organizations such as the Lakeville South Baseball Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory services and platforms, combining model portfolios, third-party asset management, and institutional solutions.

Granville Jordan is a financial advisor with Fidelity, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Diversified Investors Securities Corp., Diversified Investment Advisors, and TD Ameritrade. Outside of his advisory work, he serves as secretary for the World Barbarian Foundation RFC, a rugby organization, and is vice president of the condo board at Mews at City Walk in Woodbury, Minnesota. Granville works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from mutual funds, ETFs, and ETPs.

Steven Madden is a financial advisor at Morgan Stanley with 23 years of industry experience. He has been with Morgan Stanley since 2009 and has spent 11 years working at Morgan Stanley Private Bank, N.A. Madden holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by a structured discovery process and firm-approved tools.

John Quigley is a financial advisor at Osaic with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 2012. His prior experience includes roles at Financial Dimensions Group, Inc. and John Hancock Mutual Life Insurance Co. Quigley serves as president of the Therese Foundation, a family nonprofit that reviews grant requests from various organizations. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm provides brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and a range of managed account programs supported by a complex affiliate network.

Abigail Lundquist is a Series 66-licensed financial advisor with five years of industry experience. She currently works at Cetera in Saint Paul, MN, and has held positions at Avantax Investment Services and several Cetera affiliates since 2024. Outside of advising, she owns and operates ACEAGEN Photography, a wedding and personal photography business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting over 10,000 advisors and approximately 800,000 clients nationwide.

David Skeens is a financial advisor at Morgan Stanley in St. Paul, MN, holding a Series 66 designation. He has recent experience in the automotive retail industry, including roles at Lexus of Wayzata and BMW of Minnetonka. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services supported by firm-approved tools and research.

Christina Sarazin is a financial advisor with LPL Financial in Woodbury, MN, holding a Series 66 designation and six years of industry experience. She has worked at multiple firms including Raymond James Financial Services and Bremer Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, employing both discretionary and non-discretionary strategies.

Joseph Mahlke is a financial advisor with Thrivent Investment Management and holds the Series 66 designation. He has eight years of industry experience and has been with Thrivent Financial and its investment management division since 2018. Outside of his advisory role, Mahlke volunteers as a worship leader for special events at Crossroads Church and works as a contract musician for various events at Covenant Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning and allows clients to combine planning with managed-account services under a consolidated billing option while maintaining separate planning and investment management components.

Jacob Olson is a Series 65 licensed financial advisor at Fisher Investments with seven years of industry experience. He has been with Fisher Investments since 2018. Prior to joining Fisher, he worked at Stillwater Investments LLC and Gustavus Adolphus College. Fisher Investments provides discretionary portfolio management to a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and uses tax-aware strategies and risk management techniques.

Heather Fitch Radcliff is a financial advisor with UBS Financial Services in Saint Paul, MN, holding a Series 66 designation and 27 years of industry experience. She has been with UBS since 2001. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides a wide range of capital markets and advisory solutions.

Melissa Garcia is a Planning Consultant at Fidelity Investments, a position she has held since 2022. She partners with clients to help them pursue their financial goals by developing comprehensive plans that manage risk and align with their priorities. Her approach is focused on creating strategies that work toward clients' financial success and provide peace of mind. Melissa has extensive experience in the financial industry. Prior to her current role, she served as an Associate Advisor at RSM Wealth Management from 2015 to 2020 and was a Vice President Financial Consultant at Charles Schwab from 1995 to 2015. This background has provided her with a broad perspective on financial planning and client advisory services. Outside of her professional work, Melissa enjoys boating, family activities, kayaking, and outdoor adventures.